Company Settings and Permissions

Learn how Administrators can enable global sharing options and add a custom logo.

Table of Contents:

Getting Started

Administrators can navigate their account settings by selecting their name in the upper right-hand corner then Manage Account from the dropdown. The Manage Account page includes a list of Current Users tied to your company account, their user email address, and their current role. 

 

Global Sharing Projects and Site Selections

Administrators can enable the sharing of all projects with all customer users, which makes every user a viewer of a Project. Enabling this setting allows you to invite others to be Collaborators on a Project. If this setting is disabled, users will no longer be able to view past Projects, unless it was shared with them directly. All users are added to all future projects according to:

  • The Creator of the project is added as the Owner
  • All users attached to the customer with [Customer Role = admin] is created with [Project role = Coordinator]
  • All users attached to the customer with [Customer Role = user] is created with [Project role = viewer]

To enable Global Sharing for Projects:

  1. Click the toggle to enable 'Share Projects/Site Selections with All Customer Users'.
  2. Select Update Account to apply your changes.

Looking for more information on project-level permissions? Check out this article to learn more.

Global Sharing Parcel Searches 

Similar to sharing Projects, enabling the 'Share Saved Parcel Searches with All Customer Users?' feature will share all new parcel searches with all company users. 

To enable Global Sharing for Parcel Searches:

  1. Click the toggle to enable ''Share Saved Parcel Searches with All Customer Users?".
  2. Select Update Account to apply your changes

Company Logo

On the 'Manage Account' , you can upload your company's logo in the 'Company Logo' section. Simply click Upload, then search and select your logo image. Your logo will display on Transect Report PDF exports if included as part of your subscription.